Maximing Productivity
Consult Services
Consult Encompass
Our Services
What’s Your Ultimate Goal? We Can Get You There! Our Featured Services Customized for You!!!
Business Consultation & Strategies
Solution Based Strategies
Business Succession
When clients work with us, we get them focused on running their business effectively and efficiently. We work with our clients to build and execute a successful business plan.
CONSULT ENCOMPASS
Business Consultation
- Profitability
- People/Staff
- Stagnation
- Growth and Development
- Crisis Management
When the business systematically tackles these challenges and others the business will be more efficient, more profitable, and realization of peace-of-mind.
CONSULT ENCOMPASS
Business Strategy
A business plan is like a roadmap. It will guide you to where your business is going, plan how it will get there, and predict when you will arrive at your destination. We have found that very few business owners have a plan. We help our clients design and customize their business plan and monitor it should changes need to be made. Life Happens!
- Business Analysis & Blueprint (Business Plans)
- Internal Operations
- External Opportunities
- Compliance and Regulation Integration
- Solution Based Service Referrals
Solution Based Strategies
No need to go outside of Consult to look for solutions
to business operational needs when you can access
our already vetted Alliance Partners who can meet
your needs, in achieving your overall business goals.
- CPA’s
- Attorney’sMerchant Services
- Employee Benefits (STD, LTD …)
- Medical billing, insurance and DME credentialing, utilization review, reimbursement practices, collections and appeals
03
CONSULT ENCOMPASS
Financial Strategy
We share customized financial strategies that are
usually not shared in the world of financial services.
We create plans to position and prepare the wealth
you have worked so hard for, in the most tax-efficient
way possible. We will help you avoid “the two”
unknowns that can derail your financial plan during
retirement: the unknown of taxes and a health event
that may require you to need long term care (but
check with Brian on this) You worked hard to EARN it.
We’ll show you how to PRESERVE it.
- Business / Personal evaluations
- Positioning you to maximize your efforts
- Internal / External opportunities
Business Succession
Business Succession and Exit Strategies
Just as important as your Business Plan is having an
Exit Strategy. While often looked at (and built) during
the last five years of a business owner’s career, it can
and should be designed long before you want to exit.
A solid Succession Plan can allow you to exit WHEN
and HOW you want.